玩股撇步(動畫小學堂)  

  • 大部份公司都有淡旺季, 所以通常是看年增率
  • 如果是成長期(在炒新的成長動能)的公司或景氣從谷底翻揚, 就可以觀察月增率
  • 漲很多的股票要留意營收年增率或月增率大幅減少, 又或者是合約負債已經開始減少
  • 留意短期平均營收向上或向下穿越長期平均營收
  • 觀察累計營收年增率的累計增加或虧損收斂
每月營收 (營收搶先看自結損益)
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2024/1113.4637.7621.73122.910.1133.89N/A-
2024/109.77-8.33-12.96109.448.8332.36N/A-
2024/910.66-10.629.5699.6711.5733.560.59-
2024/811.938.7-2.3189.0111.8234.210.58-
2024/710.97-2.9618.2177.0814.3833.770.59-
2024/611.31-1.5522.7466.1113.7733.080.61-
2024/511.4911.663.5254.812.0733.280.6-
2024/410.29-10.5813.343.3114.5932.150.63-
2024/311.511.02-0.1533.0314.9933.030.62-
2024/210.36-7.179.3721.5225.1533.80.61-
2024/111.16-9.0844.511.1644.534.50.59-
2023/1212.2811.0152.61123.89-3.1834.560.53本期銷售量較去年同期增加
2023/1111.06-1.552.06111.61-6.9232.020.57係因本年度11月份銷售量較去年同期增加
2023/1011.2315.435.27100.56-10.7333.170.55-
2023/99.73-20.3142.4489.33-14.3931.220.61-
2023/812.2131.5653.6279.6-18.3730.70.62係銷售量較去年同期增加
2023/79.280.75-10.3867.39-24.7629.590.64-
2023/69.21-16.97-17.8658.11-26.6429.390.68-
2023/511.122.2-3.048.89-28.0931.70.63-
2023/49.08-21.2-37.8537.8-33.1630.070.66-
2023/311.5221.62-28.6328.72-31.5328.720.7-
2023/29.4722.65-21.0117.2-33.3425.240.8-
2023/17.72-3.98-44.057.72-44.0523.040.88-
2022/128.0410.61-30.42127.96-10.8623.620.86-
2022/117.27-12.37-42.06119.92-9.1522.40.91-
2022/108.321.51-44.48112.65-5.6923.080.88-
2022/96.83-14.06-46.76104.35-0.1425.141.09-
2022/87.95-23.25-22.3497.526.3829.520.92-
2022/710.36-7.66-19.7189.579.9933.010.83-
2022/611.22-1.94-12.2679.2115.5937.260.92-
2022/511.44-21.72.0267.9921.9842.190.81-
2022/414.61-9.5117.3256.5627.042.750.8-
2022/316.1534.654.0441.9530.7641.950.57銷售量比去年同期多且銷售平均價格較去年同期上漲
2022/211.99-13.121.4625.819.4637.360.64-
2022/113.8119.441.2313.8141.2337.920.63-
2021/1211.56-7.8910.46143.5653.0239.070.81銷售量比去年同期多且銷售平均價格比去年同期上漲
2021/1112.55-16.0356.09132.058.3640.340.79銷售量比去年同期多且銷售平均價格比去年同期上漲
2021/1014.9516.5177.0119.4458.6138.020.84銷售量比去年同期多且銷售平均價格比去年同期上漲
2021/912.8325.3655.13104.4956.2835.970.93銷售量比上月及去年同期多且銷售平均價格比去年同期上漲
2021/810.24-20.6527.6591.6656.4435.920.93銷售量比去年同期多且銷售平均價格比去年同期上漲
2021/712.90.9198.7581.4361.0136.90.91銷售量比去年同期多7,904噸且銷售平均價格比去年同期上漲
2021/612.7814.0264.3468.5355.4536.450.67銷售量比去年同期多1,993噸且銷售平均價格比去年同期上漲
2021/511.21-9.9676.2855.7453.5434.140.72銷售量比去年同期多7,206噸且銷售平均價格比去年同期上漲
2021/412.4518.81110.8944.5348.7234.750.7銷售量比去年同期多14,612噸且銷售平均價格比去年同期上漲
2021/310.48-11.3330.6732.0833.4432.080.52-
2021/211.8220.9248.2421.634.8332.060.52-
2021/19.78-6.621.549.7821.5428.280.58-
2020/1210.4730.1418.7793.82-5.0226.960.51-
2020/118.04-4.7832.4383.35-7.3524.760.56-
2020/108.452.115.2175.31-10.2324.740.56-
2020/98.273.15-15.7366.86-11.8722.780.54-
2020/88.0223.53-12.9358.59-11.2922.290.55-
2020/76.49-16.55-16.9950.57-11.0320.630.59-
2020/67.7822.3-1.244.08-10.0720.040.57-
2020/56.367.7-23.5736.3-11.7720.290.57-
2020/45.9-26.38-33.8429.94-8.7821.90.52-
2020/38.020.58-11.3524.040.5724.040.62-
2020/27.97-0.8513.5516.027.8424.930.6-
2020/18.04-9.782.718.042.710.0N/A-
2019/128.9146.7934.9798.88-12.350.0N/A-
股價
長短期營收
營收年增率
由營收觀察是否有淡旺季的情況
年/月營收年/月營收年/月營收年/月營收年/月營收
2024/111.162023/17.722022/113.812021/19.782020/18.04
2024/210.362023/29.472022/211.992021/211.822020/27.97
2024/311.52023/311.522022/316.152021/310.482020/38.02
2024/410.292023/49.082022/414.612021/412.452020/45.9
2024/511.492023/511.12022/511.442021/511.212020/56.36
2024/611.312023/69.212022/611.222021/612.782020/67.78
2024/710.972023/79.282022/710.362021/712.92020/76.49
2024/811.932023/812.212022/87.952021/810.242020/88.02
2024/910.662023/99.732022/96.832021/912.832020/98.27
2024/109.772023/1011.232022/108.32021/1014.952020/108.45
2024/1113.462023/1111.062022/117.272021/1112.552020/118.04
N/AN/A2023/1212.282022/128.042021/1211.562020/1210.47
  • 每季的合約負債通常會反應在未來半年到一年後的營收
合約負債-近20季, 最新合約負債佔股本: 2.37%
合約負債 QoQ YoY
24Q3 (20)0.76-26.92347.06
24Q2 (19)1.04-9.5789.09
24Q1 (18)1.15194.87155.56
23Q4 (17)0.39129.4150.0
23Q3 (16)0.17-69.09-50.0
23Q2 (15)0.5522.2219.57
23Q1 (14)0.4573.08-71.34
22Q4 (13)0.26-23.53-91.82
22Q3 (12)0.34-26.09-24.44
22Q2 (11)0.46-70.7-14.81
22Q1 (10)1.57-50.63248.89
21Q4 (9)3.18606.67297.5
21Q3 (8)0.45-16.6732.35
21Q2 (7)0.5420.0184.21
21Q1 (6)0.45-43.7536.36
20Q4 (5)0.8135.29135.29
20Q3 (4)0.3478.950.0
20Q2 (3)0.19-42.420.0
20Q1 (2)0.33-2.940.0
19Q4 (1)0.340.00.0

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